美国ISM PMI：升至55.6创2022年以来新高
美国7月ISM制造业PMI达55.6，超出预期并连续七个月高于52，此前类似阶段曾引发股市扩张与比特币反弹。
原文链接详细分析
美国ISM制造业PMI7月报出55.6，高于54.0预期，创四年新高。该读数已连续七个月维持在52以上，此前类似区间往往伴随股市与加密资产的最强上涨。1月前该指数已连续约40个月低于51，反映工厂长期收缩。2017年与2020年两次相似阶段均引发股市与比特币的多月反弹。制造业扩张通过供应链传导订单，提升薪资与现金流，最终流入风险资产。日本制造业PMI同期报54.5，同样连续七个月扩张，显示两大主要经济体同步加速。
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